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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

204 hedge funds and large institutions have $375M invested in Fidelity MSCI Real Estate Index ETF in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 67 increasing their positions, 67 reducing their positions, and 11 closing their positions.

Holders
204
Holders Change
+27
Holders Change %
+15.25%
% of All Funds
2.99%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
40
Increased
67
Reduced
67
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$2.52M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$2.29M
3
OPS
3
Orion Portfolio Solutions
Nebraska
$2.29M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$10M
5
AWM
5
AE Wealth Management
Kansas
$10.1M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$46.5M
2
RWMH
2
Riverpoint Wealth Management Holdings
Illinois
$9.35M
3
FSC
3
Full Sail Capital
Oklahoma
$1.59M
4
AT
4
American Trust
Kentucky
$0
5
CAG
5
Crestwood Advisors Group
Massachusetts
$877K
Name Market Value Shares Shares
Change 		Shares
Change %
Mariner
51
Mariner
Kansas
$1.69M 63,400 -2,678 -4%
FAM
52
Forte Asset Management
New York
$1.66M 62,372 +3,808 +7%
FSC
53
Full Sail Capital
Oklahoma
$1.59M 59,678 -197,762 -77%
TRCT
54
Tower Research Capital (TRC)
New York
$1.58M 59,308 -42,050 -41%
FNC
55
First National Corp
Massachusetts
$1.55M 58,098 +28,335 +95%
HCA
56
Heck Capital Advisors
Wisconsin
$1.54M 57,766 +57,766 New
LPAM
57
Lodestar Private Asset Management
California
$1.53M 57,524 +2,620 +5%
CAN
58
Cetera Advisor Networks
California
$1.5M 56,287 +513 +0.9%
AI
59
Atria Investments
North Carolina
$1.49M 55,868 -18,563 -25%
NL
60
NWAM LLC
Washington
$1.49M 55,830 +4,439 +9%
BFA
61
Beaumont Financial Advisors
Massachusetts
$1.41M 52,907 +52,907 New
RWP
62
RWA Wealth Partners
Massachusetts
$1.38M 51,677 +51,677 New
PHAM
63
Palisades Hudson Asset Management
Florida
$1.37M 51,523 +51,523 New
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$1.22M 45,678 +7,899 +21%
S
65
Sachetta
Massachusetts
$1.2M 44,987 +44,987 New
LPP
66
Life Planning Partners
Florida
$1.05M 39,511 +39,511 New
RK
67
Rather & Kittrell
Tennessee
$991K 37,189 -1,405 -4%
VWM
68
Venturi Wealth Management
Texas
$989K 37,095 -3,388 -8%
SMC
69
Smith, Moore & Co
Missouri
$987K 37,019 – –
GJIA
70
Glass Jacobson Investment Advisors
Maryland
$978K 36,712 +5,052 +16%
CWM
71
Cedar Wealth Management
California
$910K 34,147 -2,996 -8%
LNC
72
Lincoln National Corp
Pennsylvania
$906K 34,014 -20,246 -37%
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$897K 33,665 +8,167 +32%
CAG
74
Crestwood Advisors Group
Massachusetts
$877K 32,891 -89,701 -73%
MA
75
Mutual Advisors
Nebraska
$872K 32,719 -6,009 -16%
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